Connect INSAIDR with Salesforce
Bridge LinkedIn outreach and Salesforce to unify your sales data, automate lead routing, and give your team complete pipeline visibility.
Quick Setup
Get Started in Minutes
Authenticate with Salesforce
Connect INSAIDR to your Salesforce org via OAuth 2.0. Supports both Production and Sandbox environments for safe testing before going live.
Configure Object Mapping
Map INSAIDR contacts to Salesforce Leads, Contacts, or custom objects. Define field-level mappings including custom fields and picklists.
Define Lead Routing Rules
Set rules to assign incoming LinkedIn leads to the right Salesforce owner based on territory, industry, company size, or round-robin distribution.
Enable and Validate
Activate the integration, run a test sync, and review the results in both platforms. INSAIDR logs every sync event for easy troubleshooting.
Key Features
What You Can Do
Enterprise-Grade CRM Sync
Sync LinkedIn prospects to Salesforce Leads or Contacts with full field mapping, duplicate detection, and support for custom Salesforce objects.
Advanced Reporting & Dashboards
Track LinkedIn outreach ROI directly in Salesforce. Build custom reports combining LinkedIn engagement data with CRM pipeline metrics.
Automated Lead Routing
Route LinkedIn-sourced leads to the right sales rep automatically based on your existing Salesforce assignment rules and territories.
Opportunity Influence Tracking
Attribute revenue to LinkedIn touchpoints. See which outreach campaigns and messages influenced closed-won deals in your Salesforce pipeline.